Geneos Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $262K | Hold |
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|
2025
Q2 | $191K | Sell |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $146K | Sell |
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|
2024
Q2 | $152K | Hold |
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|
2024
Q1 | $144K | Hold |
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|
2023
Q4 | $142K | Buy |
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|
2023
Q3 | $118K | Hold |
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|
2023
Q2 | $134K | Sell |
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|
2023
Q1 | $160K | Buy |
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|
2022
Q4 | $126K | Hold |
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|
2022
Q3 | $108K | Buy |
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|
2022
Q2 | $82K | Hold |
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|
2022
Q1 | $109K | Hold |
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|
2021
Q4 | $90K | Hold |
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|
2021
Q3 | $81K | Hold |
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|
2021
Q2 | $95K | Sell |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $108K | Buy |
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|
2020
Q3 | $109K | Sell |
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|
2020
Q2 | $115K | Hold |
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|
2020
Q1 | $79K | Hold |
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|
2019
Q4 | $93K | Sell |
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|
2019
Q3 | $90K | Buy |
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